Grandes mentes pensam igual

I'm in "Edit Deal Form", and am editing Conditional Logic rules. I get that if I display e.g. a certain Pipeline, certain Properties will be shown. E.g. If "Pipeline" is equal to "Developer Projects", then show "Contracted PPA Volume", etc. However, I've confirmed with customer support that you cannot ensure that certain Properties are NOT shown? This would be very valuable, as certain teams of ours need to search and select X properties, whereas other teams need to be able to search and select from Y properties. Right now the Properties list is cumulative and shows everything for everyone, which is confusing and visually annoying. ... Exibir mais

It is a crucial feature to be able to start a WhatsApp conversation from the inbox or via the API. So far, we need to wait until a contact writes us on WhatsApp to be able to answer. Once the user "subscribed" to WhatsApp we are allowed to write the person to open a conversation with a template.   Who (what type of role or team) is the feature for?   Sales team     What is their goal?   Get a conversation going on WhatsApp   What value will this add? Are there examples of other places or products who have this feature?   Literally EVERY other WhatsApp API integration like https://www.360dialog.com/de has this feature     ... Exibir mais

Hello, I understand HubSpot provides visibility of useful data and the goal is to turn the lead or MQLs into customers. In our specific case, we usually want to get historic data, looking back and getting insghts from the past. So far, HubSpot provides the first conversion date, recent conversion date and the Number of submissions, all these fields are super useful BUT we'd like to get ALL the submissions dates. For instance, if a user submitts 7-8 times different forms and he/she is engaging, we would like to get all these info within the contact, not just the first and the last... otherwise, we'll never be able to set the proper metrics to our business. I guess this is something asked very often and I really believe it'd super helpful. Why we are just getting the dates of the first and the last conversion instead of ALL the submissions? Thanks in advance. ... Exibir mais

Hi, We have recently installed the Outlook contacts extension to facilitate contact management by the sales team. Unfortunately, we have found that for the contact synchronization works well, it requires permissions that we cannot grant to the team: giving access to the entire Hubspot database. Due to company ethics considerations, team members can only have access to their database. For this reason, we have had to suspend the use of the extension. We would like to be able to use it without having to grant these permissions to each team member. How can we achieve this?   Thanks for your help and quick response.   ... Exibir mais

Hi team! At the moment, the recommendation is to use workflows or manually update the subscription property to sync FB lead ad consent field to HubSpot. However, this will not work if a contact has previously chosen to opt out of a subscription. They would then need to fill up another HubSpot form or click on an old marketing email to re-subscribe. (There is no way of emailing them since they're opted out of all subscriptions either.)   At the moment, I've recommended the customer to SMS/message the contact. Hope the team can review the process to sync FB lead ad consent to contact's subscriptions. Thank you! ... Exibir mais

The "all records" search bar is fairly useless as you can only search some default properties. It would be far more useful if the search were to include the values of properties designated as searchable.   This feature is available as "global search" but this returns far too many records across the platform and not in a custimizable view format. We need to be able to search our records by custom property value within our records views.  ... Exibir mais

There is no code in the original text to reflect the below.     ... Exibir mais

The layout of this page makes it hard to read the key data such as the page URL and the subtopic keyword.  Surely this can be easily improved so the key data is immediately visible. The same applies for the cluster view (topic coverage tab) - the url is obscured.   I have a high resolution screen (quad HD) so the content should be able to be responsive to provide more info.        ... Exibir mais